United Bank
123 holdingsFiling period: 2026-06-30Current AUM: $342.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 84.4K | $16.1M | $15.5M | 4.53% | +991 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 44.3K | $15.8M | $15.3M | 4.47% | -581 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 47.9K | $13.9M | $15.9M | 4.64% | -386 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 66.2K | $13.3M | $14.0M | 4.11% | +214 | 2026-06-30 |
| 5 | NFRA | FLEXSHARES TR | 191.0K | $12.2M | $12.5M | 3.64% | +7.2K | 2026-06-30 |
| 6 | IJH | ISHARES TR | 137.2K | $10.6M | $10.0M | 2.93% | +51.5K | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 44.2K | $10.5M | $11.0M | 3.21% | -320 | 2026-06-30 |
| 8 | GUNR | FLEXSHARES TR | 210.2K | $10.4M | $11.9M | 3.47% | -1,086 | 2026-06-30 |
| 9 | HYGV | FLEXSHARES TR | 250.1K | $10.1M | $9.9M | 2.89% | +8.2K | 2026-06-30 |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 17.0K | $9.9M | $8.6M | 2.51% | -733 | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 28.3K | $9.3M | $10.0M | 2.92% | -226 | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 23.7K | $8.8M | $11.8M | 3.44% | -1,535 | 2026-06-30 |
| 13 | KO | COCA COLA CO | 92.6K | $7.5M | $8.2M | 2.40% | +1.4K | 2026-06-30 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 222.8K | $7.1M | $7.6M | 2.23% | +6.9K | 2026-06-30 |
| 15 | IVW | ISHARES TR | 41.5K | $5.7M | $5.7M | 1.67% | -3,663 | 2026-06-30 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 6.0K | $5.7M | $5.5M | 1.59% | +30 | 2026-06-30 |
| 17 | SO | SOUTHERN CO | 56.5K | $5.4M | $4.9M | 1.42% | +1.2K | 2026-06-30 |
| 18 | CAT | CATERPILLAR INC | 4.9K | $5.3M | $3.9M | 1.13% | +32 | 2026-06-30 |
| 19 | IJR | ISHARES TR | 33.2K | $4.9M | $4.6M | 1.36% | +26 | 2026-06-30 |
| 20 | AVGO | BROADCOM INC | 11.9K | $4.5M | $4.0M | 1.18% | +2.8K | 2026-06-30 |
| 21 | META | META PLATFORMS INC | 7.9K | $4.5M | $5.3M | 1.56% | -278 | 2026-06-30 |
| 22 | VTV | VANGUARD INDEX FDS | 20.2K | $4.4M | $4.5M | 1.31% | -158 | 2026-06-30 |
| 23 | MA | MASTERCARD INCORPORATED | 8.5K | $4.4M | $4.9M | 1.42% | +147 | 2026-06-30 |
| 24 | PANW | PALO ALTO NETWORKS INC | 12.4K | $4.2M | $4.6M | 1.36% | -966 | 2026-06-30 |
| 25 | XLE | SELECT SECTOR SPDR TR | 78.0K | $4.1M | $5.1M | 1.50% | +4.4K | 2026-06-30 |
← Scroll →
Page 1 of 5